How to Use Microsoft Planner to Manage Your Project (2024)

In our brand new tutorial, we dive deep into Microsoft Planner for Projects and Project Management, revealing how it's not just about managing tasks but also about revolutionising your project management experience and making your life easier.

👨‍🏫 What You'll Learn:

🔹 Setting Up Your Project in Planner
🔹 Task Management with Buckets and Planner Tasks
🔹 Email Integration and Filing
🔹 Document Management using Planner and SharePoint
🔹 Real-Time Synchronisation using Microsoft To Do

💡 Whether you're managing a small team project or overseeing a large-scale initiative, this tutorial will empower you with the knowledge to use Microsoft Planner effectively.

📘 Resources & Links:

👍 If you find this video helpful, please hit the 'Like' button, and don't forget to 'Subscribe' for more Microsoft 365 tips, tricks, and tutorials. Join us every week for new content!

🔗 Stay Connected:

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❓ Have Questions or Suggestions?
Leave a comment below, or connect with us on our social media channels. We'd love to hear from you!

⏱️ Timings:
00:00 Introduction
01:14 Creating your Project Planner
04:39 Creating Project Buckets and Tasks in Planner
10:43 Storing, Filing and Working with Files in Planner
15:44 Securing your Project Planner
19:19 Filing Email using Planner and Groups
22:24 Simplify Task Management using Microsoft To Do
24:21 Project Reports using Planner
26:37 Summary

#MicrosoftPlanner #ProjectManagement #Your365Coach #Microsoft365 #PlannerTutorial #TaskManagement #Productivity

[yourcoach]

If you need more when it comes to managing Tasks in Planner, To Do, Microsoft Lists and Loop, then why not check out our brand new learning course for Mastering Tasks in Microsoft 365! It has twenty video lessons presented by me, Cheat Sheets, a Companion eBook and access to our private Community Channel. You can find out more and enrol using the link below 😀

[JDWaldvogel]

Thanks for the great video! Do you have any tips/recommendations on 'archiving' tasks and plans? When a task is complete, do you normally have a "finished/completed tasks" bucket at the end? What about when a Plan (being used for a specific project) is complete?

On that note, I have one more question (so sorry!) - do you recommend using one plan per project, like "Quarterly Report, Q3 2024" or does it work (similar to Trello) to have a Plan for multiple projects, like "Special Events" where you have a handful of projects living simultaneously in one Plan?

[isharagangadin]

Subscribed and waiting for all the new content on microsoft planner! Cant wait to use it for my new job in feb 2024😮

[SBeukfamily]

thanks for the video ! is there any way to limit people's rights on tasks they are not assigned to ? Any way to restrict who can delete tasks?

[knjayden]

We currently use Asana, but we are looking to move to Planner. Should we start using Planner now, or wait for the new update coming in early 2024?

[forfnva]

Thank you for your informative videos. May I ask what would the difference be in features of 365 on an I Mac?

[lawon]

I have a team of 30 and this is the answer thank you !

[michaeledwards]

Really good set of videos on Planner. Thank you. However in my org I don't have the option to create just a private plan. Is that a setting in 365 Admin preventing that from being an option? TIA. Mike.

[TrinaLamanes]

Love that you ensure the basics are understood...will use your site for any training

[ericabrynn]

Great video! My team is just adopting planner so this was invaluable. Thank you!

[alexeybartashevich]

Thanks. This was mostly about standard & basic Planner functionality. What about New Planner, which would be integrated with Project or it least Project features like Gantt charts and tasks interdependencies?

[LisaBurton-sj]

I have a large team with their own projects, can I use planner to keep an eye on their progress or is it not designed for that?

[dariagavriliuk]

Hello Scott! thanks for the video. is there a possibility for project manager to look and track task loading for each team member, but not only inside 1 plan but overall through all plans? to see and know to whom you can assign a new task. thanks in advance!

[lovisastjernlof]

I want to see what items and tasks that has been completed in the last week, do you have a video on that? :)

[texmexdragon]

Regarding the creation of the Group/Sharepoint site, what is the value of that versus just surfacing all of the same resources in Loop and creating a project plan using a Loop template? If I had a Loop workspace for a given project, what would be the use case for also navigating to or spending time in the Sharepoint site that gets created like in your video?

[jaysonwoodard]

How can I create a dashboard to look across all my projects to see where I am overall. I am currently managing 23 different projects and would like to give a weekly report of my progress.

[francescaplum]

Hello, great video - very useful, thank you! I am trying to create a project plan but the option to "add to existing group" for me is required not optional. Any idea why? Also in my "team" I cannot add the "tasks by planner and to do" tab, which means I am stuck, because I can't add my project to the Team where I need it to be :( Any advice? Thank you!

[Hebininja]

Is there anyway to see tasks from different projects and resources in a single view, to have a full scope of the agency activity?

[yellmiachanel]

Hi, Thanks for a useful video.
Do you know if I can add more dates to a task in Planner?

Many thanks in advance.

[Michael-liid]

Hi Scott,

I'm having a syncing issue between Grid/Board/Timeline views. If I create a bucket in Board view, it doesn't populate on either the Grid/Timeline views.
Furthermore, say I want to edit an existing template instead of starting from scratch. If I select a Plan such as Business plan, and choose to delete all the tasks and buckets in board view, it doesn't delete them from grid/timeline view.


Seems like a major flaw in the program, do you encounter this?